SCHV vs IWS
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceSCHV has outperformed IWS, delivering a return of +10.9% compared to +9.8%
SCHV vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHV
$16B
IWS
$16B
Expense Ratio
Winner
SCHV
0.04%
IWS
0.23%
Max Drawdown
Winner
SCHV
37.08%
IWS
63.92%
Sharpe Ratio
Winner
SCHV
1.87
IWS
1.73
5Y Beta
Winner
SCHV
0.71
IWS
0.81
P/E Ratio
Winner
SCHV
23.35
IWS
24.36
Forward P/E
SCHV
16.87
Winner
IWS
16.35
PEG Ratio
SCHV
0.20
IWS
N/A
5Y Dividends CAGR
SCHV
2.29%
Winner
IWS
6.96%
5Y EPS CAGR
Winner
SCHV
11.86%
IWS
9.90%
Debt to Equity
Winner
SCHV
36.54%
IWS
74.03%
P/S Ratio
SCHV
2.23
Winner
IWS
1.62
P/B Ratio
SCHV
3.40
Winner
IWS
2.56
SCHV vs IWS - Holdings Comparison
SCHV and IWS have 359 common holdings. Overlap is 21.00%
SCHV's top 25 holdings weight is 32.61%. IWS's top 25 holdings weight is 13.13%.
| Rank | SCHV | IWS |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 2.99% | PHILLIPS 66 (PSX) - 0.78% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.98% | ALLSTATE CORP (ALL) - 0.63% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.96% | DIGITAL REALTY TRUST INC (DLR) - 0.63% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.03% | KINDER MORGAN INC CLASS P (KMI) - 0.62% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.94% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.61% |
| #6 | WALMART INC (WMT) - 1.54% | n/a (WBD) - 0.61% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.45% | REALTY INCOME CORP (O) - 0.59% |
| #8 | ABBVIE INC (ABBV) - 1.37% | CORTEVA INC (CTVA) - 0.57% |
| #9 | INTEL CORP (INTC) - 1.36% | ONEOK INC (OKE) - 0.57% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.30% | BAKER HUGHES CO CLASS A (BKR) - 0.55% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.29% | FORD MOTOR CO (F) - 0.55% |
| #12 | CATERPILLAR INC (CAT) - 1.21% | AMETEK INC (AME) - 0.53% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.17% | FIFTH THIRD BANCORP (FITB) - 0.51% |
| #14 | CHEVRON CORP (CVX) - 1.14% | DELTA AIR LINES INC (DAL) - 0.51% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.07% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.51% |
| #16 | THE HOME DEPOT INC (HD) - 1.07% | ENTERGY CORP (ETR) - 0.50% |
| #17 | COCA-COLA CO (KO) - 1.06% | CHENIERE ENERGY INC (LNG) - 0.50% |
| #18 | MERCK & CO INC (MRK) - 1.00% | NUCOR CORP (NUE) - 0.50% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.96% | DEVON ENERGY CORP (DVN) - 0.49% |
| #20 | RTX CORP (RTX) - 0.92% | PAYPAL HOLDINGS INC (PYPL) - 0.49% |
| #21 | STARBUCKS CORP (SBUX) - 0.37% | TWILIO INC CLASS A (TWLO) - 0.48% |
| #22 | CORNING INC (GLW) - 0.36% | PAYCHEX INC (PAYX) - 0.35% |
| #23 | HOWMET AEROSPACE INC (HWM) - 0.36% | D.R. HORTON INC (DHI) - 0.35% |
| #24 | ALTRIA GROUP INC (MO) - 0.36% | ROPER TECHNOLOGIES INC (ROP) - 0.35% |
| #25 | MEDTRONIC PLC (MDT) - 0.35% | KENVUE INC (KVUE) - 0.35% |
| Total Holdings | 522 | 666 |
SCHV vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
SCHV
+1.54%
Winner
IWS
+3.30%
3M
SCHV
+7.85%
Winner
IWS
+9.33%
6M
SCHV
+9.63%
Winner
IWS
+13.27%
1Y
SCHV
+27.72%
Winner
IWS
+29.76%
5Y(CAGR)
Winner
SCHV
+10.87%
IWS
+9.81%
10Y(CAGR)
Winner
SCHV
+11.40%
IWS
+10.41%
Max(CAGR)
Winner
SCHV
+11.73%
IWS
+10.06%
SCHV vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | IWS |
|---|---|---|
| 2026 | +17.66% | +20.78% |
| 2025 | +16.38% | +11.21% |
| 2024 | +13.78% | +13.15% |
| 2023 | +9.05% | +12.89% |
| 2022 | -7.86% | -12.25% |
| 2021 | +27.33% | +30.37% |
| 2020 | +2.13% | +5.02% |
| 2019 | +25.73% | +27.04% |
| 2018 | -7.73% | -12.90% |
| 2017 | +15.74% | +12.25% |
| 2016 | +18.03% | +20.88% |
| 2015 | -1.24% | -5.09% |
| 2014 | +12.00% | +15.69% |
| 2013 | +27.74% | +30.20% |
| 2012 | +13.58% | +17.01% |
| 2011 | +2.37% | -2.83% |
| 2010 | +13.12% | +22.53% |
| 2009 | -0.36% | +30.81% |
| 2008 | N/A | -37.02% |
| 2007 | N/A | -1.77% |
| 2006 | N/A | +18.55% |
| 2005 | N/A | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
SCHV vs IWS Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current SCHV drawdown is -0.11%. The current IWS drawdown is -0.01%.
| Rank | SCHV | IWS |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between SCHV and IWS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2001 - 2026)
SCHV vs IWS dividend yield comparison.
| Year | SCHV | IWS |
|---|---|---|
| 2026 | 0.85% | 0.56% |
| 2025 | 2.02% | 1.53% |
| 2024 | 2.25% | 1.50% |
| 2023 | 2.42% | 1.76% |
| 2022 | 2.37% | 1.93% |
| 2021 | 1.93% | 1.39% |
| 2020 | 3.03% | 1.87% |
| 2019 | 3.02% | 1.97% |
| 2018 | 3.05% | 2.53% |
| 2017 | 2.37% | 1.96% |
| 2016 | 2.65% | 2.10% |
| 2015 | 2.69% | 2.14% |
| 2014 | 2.38% | 1.84% |
| 2013 | 2.18% | 1.71% |
| 2012 | 2.92% | 2.09% |
| 2011 | 2.61% | 2.12% |
| 2010 | 2.30% | 1.95% |
| 2009 | 0.16% | 2.09% |
| 2008 | 0.00% | 3.09% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
Select Stocks to Compare
Popular: SCHV vs SPYIWS vs SPY
More Comparisons
Compare with similar stocks